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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,149 | $50,554+173.3% | $67,681+104.1% | $87,485+57.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 14.52% | 17.81%-3.3pp | 590.58%-576.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $4,014 | $1,988+101.9% | $2,678+49.9% | $2,596+54.6% |
| Participant deferral / active EE | $5,581 | $2,961+88.5% | $3,976+40.4% | $4,274+30.6% |
| Admin fee / account holder | $31,394 | $4,132+659.7% | $6,100+414.7% | $7,775+303.8% |